|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57.4M
|
–
|
–
|
–
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.6M
|
+$4.86M
|
+96,153
|
+55%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.59M
|
-$1.05M
|
-20,861
|
-12%
|
|
|
4
|
|
$5.79M
|
+$2.17M
|
+42,980
|
+60%
|
|
|
5
|
|
$5.29M
|
+$4.75M
|
+93,854
|
+877%
|
|
|
6
|
M Holdings Securities
Portland,
Oregon
|
$4.72M
|
+$4.72M
|
+93,265
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.39M
|
-$1.66M
|
-32,788
|
-33%
|
|
|
8
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$2.18M
|
-$2.69M
|
-53,105
|
-55%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.73M
|
+$498K
|
+9,843
|
+41%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.71M
|
+$162K
|
+3,205
|
+11%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.7M
|
+$460K
|
+9,103
|
+37%
|
|
|
12
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.52M
|
+$319K
|
+6,315
|
+27%
|
|
|
13
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1.35M
|
+$1.35M
|
+26,780
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.19M
|
+$3.29K
|
+65
|
+0.3%
|
|
|
15
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$903K
|
–
|
–
|
–
|
|
|
16
|
Crumly & Associates
Springfield,
Illinois
|
$887K
|
+$52.5K
|
+1,038
|
+6%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$863K
|
-$385K
|
-7,619
|
-31%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$861K
|
-$223K
|
-4,419
|
-21%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$737K
|
+$5.87M
|
+116,178
|
New
|
|
|
20
|
Advisors Preferred
Rockville,
Maryland
|
$647K
|
+$647K
|
+12,790
|
New
|
|
|
21
|
First National Corp
Rockland,
Massachusetts
|
$600K
|
-$657K
|
-12,995
|
-60%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$571K
|
-$209K
|
-4,129
|
-27%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$566K
|
+$565K
|
+11,183
|
New
|
|
|
24
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$522K
|
+$26.3K
|
+521
|
+5%
|
|
|
25
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$518K
|
+$517K
|
+10,234
|
New
|
|
